Jim Nash

I began my financial and life insurance planning career after a short time in the retail industry. Following my graduation from college with a BBA in accounting, I was the general manager of a chain of specialty retail stores throughout the southeast. In 1978 I left that position to develop my financial planning practice. Using my accounting training and my managerial experiences, I developed a practice that focused on tax planning for professional and small business clients. My practice focuses on pension and legacy planning opportunities for my clients.

I obtained my Chartered Life Underwriter and Chartered Financial Consultant designations from The American College of Financial Services and have served my profession as a local leader and the state president of our industry’s professional association.

My wife, TJ, and I have three children and three grandchildren.
We make our home in our native state of Mississippi.



118 Parkside Drive Brandon, MS

To fly we must have resistance. It is all about turbulence.

Maya Lin

Designer of the Vietnam Veterans Memorial